Kevin grew up as the son of a small business owner, learning firsthand the challenges and rewards of running a business. As an undergraduate student at James Madison University, he double-majored in Media Arts and Economics, combining a love of storytelling with a curiosity about how money shapes our lives. He began his career in corporate banking during the Great Recession—an experience that quickly reinforced the importance of managing debt, building emergency reserves, and planning for uncertainty. Over the next decade, Kevin worked closely with individuals and business owners while earning his MBA with a concentration in Finance. ​Over time, as the banking industry grew larger and more transactional, he realized he missed the part of the work he valued most: building meaningful, personal relationships with clients. An opportunity to teach finance at JMU’s College of Business ignited his passion for education and ultimately led him to earn the Certified Financial Planner® designation in 2022. At the heart of Kevin’s work is one simple goal: reducing financial anxiety so families can live their lives fully.​ Kevin takes an educator’s approach to financial planning. Rather than telling clients what to do, he focuses on explaining options, outlining trade-offs, and helping them make informed decisions. By intentionally limiting the number of families he serves, Kevin is able to stay deeply involved, responsive, and present. For many clients, he becomes the first call during both celebrations and challenges—whether that’s a new job, a growing family, a loss, or a major life transition.

Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management since 2016 and previously worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is involved in Millstone Farms, a farming business. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and applies a combination of fundamental, quantitative, and qualitative analyses with regular account reviews and multiple advisory program options.

Melinda Walton is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including Cetera and Concourse Financial Group Securities Inc. Outside of her advisory role, she is a Suzuki violin instructor, a family photographer, and serves on the personnel committee of a domestic violence shelter. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolios and specialized services such as family-office and special-needs planning.

Elizabeth Welcher is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 65 and Series 66 designations and nine years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years before joining Cornerstone Wealth Management and LPL Financial, LLC in 2019. Welcher also provides administrative support within Cornerstone Wealth Management and holds a Notary Public role. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages assets through a combination of fundamental, quantitative, and qualitative analysis applied across various investment vehicles, offering tailored account supervision and a range of LPL-sponsored advisory programs.

Robert Falter is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Reliable Wealth Financial Group, LLC, where he serves as CEO and is involved in insurance sales and services. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment advisers. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis across various asset classes.

Patrick Peason is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and also owns Peason Financial Group, where he is involved in the sale of fixed and indexed annuities and insurance. Peason serves as a training coach at Advisors Academy, focusing on sales practices for insurance producers and advisors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes customized managed portfolios with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Benjamin Glenn is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2014. Outside of his advisory work, Glenn serves as president of the Anabaptist Scholarship Foundation of Virginia, provides eldercare services through his own company, and is treasurer and board member for New Song Sanctuary, an organization supporting women affected by domestic violence. Creative Financial Designs serves individual and institutional clients with investment management and financial planning services, using a range of strategies from passive models to tactically managed portfolios. The firm emphasizes asset-class allocations informed by third-party research and offers Biblical Responsible Investing options alongside traditional approaches.

Kyle Glenn is a CFP® with three years of industry experience, currently serving at Creative Financial Designs, Inc. in Harrisonburg, VA. He has worked with Glenn Financial and cfd Investments, holding roles that encompass client planning, coordination with professionals, and implementation of client action items. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations with risk objectives ranging from Conservative to Aggressive, and it provides a range of implementation features and Biblically Responsible Investing strategies.

Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Fiduciary Wealth Management, Private Advisor Group, LPL Financial, CapFinancial Securities, and Rogers Financial. He serves as a volunteer board member for New Creation VA, a nonprofit organization, providing oversight and assistance to the Executive Director. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by portfolio manager teams and research, and acts as adviser to multiple mutual funds and fixed-income strategies.

Laurie Maddox is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services, and Middlebrook Wealth. Prior to her financial advisory career, she spent eight years at Blacksburg Health and Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through independent investment adviser representatives, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Enoch Arnett is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and has 19 years of industry experience. His work history includes roles at Infinex Investments, Inc. since 2015 and First Bank and Trust since 2015, as well as a brief tenure at BB&T Investment Services, Inc. from 2014 to 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm operates with a hybrid adviser/broker-dealer structure and emphasizes a model that delegates investment analysis and account management to its representatives while offering access to alternative investments, lending solutions, and customized advisory services.

Seth Liskey is a CFP® with 21 years of industry experience, currently serving at NewEdge Advisors. His career includes roles at Edward Jones for 15 years and several positions within affiliated entities before joining NewEdge in 2024. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures with a focus on centralized due diligence, technology tools, and incorporating artificial intelligence in business operations.

Jeffrey Gruse is a financial advisor with Valic Financial Advisors in Harrisonburg, VA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he operated as CEO of Cloud Compute LLC, a business providing infrastructure-as-a-service solutions. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and a technology-driven approach to managing approximately $29.2 billion in assets.

Stephan Hess is a CFP® professional with 33 years of experience, currently affiliated with Commonwealth Financial Network. He has been operating Hess Financial, LLC since 2011 and is also a part owner of Hess and Allen, LLC. Hess serves as an expert witness on financial planning topics in unaffiliated court cases. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Cameron Shah is a financial advisor at Davenport & Company LLC in Harrisonburg, VA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GE Healthcare. Outside of his advisory role, he manages a single-family rental property on a limited basis. Davenport & Company serves individual and institutional clients, providing asset management, financial planning, brokerage, and advisory services. The firm employs a team-based investment approach and offers a range of strategies through separately managed accounts, mutual funds, and ETFs.

Jacqueline Avery is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She has worked previously at Truist Advisory Services and Bb&T Securities. Outside of her advisory role, Avery holds volunteer finance positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the Board of Directors and investment committee for the Community Foundation in Staunton, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, ETF model portfolios, and fixed-income strategies.

Robyn Weaver is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 66 designation and previously worked at BB&T Scott & Stringfellow/Truist Wealth and James Madison University. Outside of her advisory role, she is involved as an independent sales consultant for Rodan & Fields. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Derek Hess is a CFP® with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Harrisonburg, VA. His prior roles include positions at PBMARES Wealth Management LLC and FDM Group Inc. Hess also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christian Alger is a financial advisor at OSAIC Institutions, Inc. He holds a Series 66 designation and has experience working in banking and corporate roles, including positions at F&M Bank, Pepsi, and Truist Bank. Alger joined OSAIC Institutions in 2025 and is based in Harrisonburg, VA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes both discretionary and non-discretionary account management.